Sample Approval Actions
Approval Example 1
You can use approval actions for any manual approval process that requires personal review of all orders, returns, or their lines using an order cycle. For example, you may want to route all international orders through your export department to verify the sale is valid and you have all the information you need. For such an order, you do not want to release any portion of the order until the whole order is reviewed and approved. You could define an order action called Export Review. You define any special results for this action, assign appropriate results to the action, and insert the action into your order cycle for international orders. Each time an order reaches this action, it pauses to await approval. Your export department experts can then review, either by using the Pending Order Approval Report or querying online using the Find Order or Line Approvals window, all orders pending Export Approval. Once they have reviewed the order and are ready to let it progress, they record their approval using the Find Order or Line Approvals window. Once approved, the order automatically continues through the cycle. Since the status of this approval is visible on the View Orders window, other people in the company can see the status of the order regarding this approval without calling the export group.
Approval Example 2
You may require that an engineer review all government orders because they require extra steps in the manufacturing process. You want to be able to approve some order lines and hold others. You could define a line level approval called Engineering Review. You define any special results for this action, assign the appropriate results to the action, and insert the action into your order cycle for government orders. Each time an order reaches this action, it will pause to await approval. Your engineers can then review the outstanding order lines for all orders pending Engineering Review, either by using the Pending Order Line Approval Report, or by querying online using the Find Order or Line Approval window. Since they are approving individual order lines, some lines can be approved, while others are still held for approval. Once they have reviewed an order line and are ready to let it progress, they record their approval on the Find Order or Line Approval window. Once approved, the order line automatically continues through the cycle. Since the status of this approval is visible on the View Orders window, other people in the company can see the line status regarding this approval without calling the engineers.
See Also
Entering and Viewing Order Approvals
Approval Actions
